Carson Management Company, LLC

Carson Management Company, LLC (CRD# 153261) is a financial advisory firm headquartered in Dallas, TX. They manage $507,226,709 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

2911 Turtle Creek Blvd., Ste. 1050, Dallas, TX 75219

https://www.carsoncapital.com

By the Numbers

Total Assets Under Management

507

MILLION
Total Number of Accounts

21

ACCOUNTS
Average Account Value

$24,153,653

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Portfolio management for pooled investment vehicles (other than investment companies)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Carson Management Company, LLC

Showing 1 - 2 of 2 top financial advisors.

Royal W. Carson

CRD#: 41939

3030 Olive Street, 500 Victory Plaza East, Dallas, TX 75219

Royal Carson (CRD# 41939) is an Investment Advisor Representative working at Carson Management Company, LLC in Dallas, TX and has 1 year of experience in the finance industry.

Gregory T. Giannini

CRD#: 5772621

3030 Olive Street, 500 Victory Plaza East, Dallas, TX 75219

Gregory Giannini (CRD# 5772621) is an Investment Advisor Representative working at Carson Management Company, LLC in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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